EGONON
Risk Management and Advisor

Our Culture

Our culture in a few words:

• Commitment
  We have created a team of specialists based on integrity, team spirit and professionalism. Our team strives to focus on our clients’ needs first to provide them with an exceptional level of service.
• Partnership
  Within the team or with our clients, we seek to establish long-term partnership with a view to achieve mutual trust and optimal efficiency.
• Entrepreneurial Spirit
  We believe different backgrounds and experiences, coupled with a strong entrepreneurial spirit, bring a lot of creativity and reactivity to our team. This is a key to the success of our investment solutions.
• Rigor, Initiatives and Reactivity
  EGONON aims at being a fast decision-making structure and encourages its team members to take initiative and be reactive towards their clients’ needs. We reward rigorous and ambitious people who provide our clients with the highest level of service.

Business Model

• Expertise
  Our team of structured products specialists, with expertise that spans across all asset classes, provides our clients with a single point of contact for all investment strategies. We identify the best market opportunities to implement the most successful solutions.
• Independence
  Our unbiased approach and our commitment to establish long-term partnerships enable us to deliver value-added investment solutions together with exceptional client service.
• Bespoke Solutions
  Our products are solutions that achieve optimized risk-return profiles. We work on tailor-made solutions that combine our clients’ guidelines together with our expertise and ideas.
• Flexibility
  Our flexible and client-oriented team delivers a fast and efficient response towards our clients’ needs.
• Best Execution
  EGONON has established strong relationships with all major trading desks and issuers to provide you with the best market opportunities, market timing and pricing optimization.
• Outstanding Service
  We commit to provide our clients with outstanding secondary market service and proactive product follow-up.

Global Indices Live

Our Approach

We are committed in the structuring process of each investment solution to maximize the success of the products we engineer. To develop long-term partnerships, we align our department’s interests with those of our clients. Our structuring process can be divided in 3 stages:

• 1st Stage – Meeting investment guidelines in identifying the right investment vehicle & the right idea
  Bespoke investment solutions can result from specific guidelines submitted to us by our clients for which we offer an array of tailored solutions. They can also result from market opportunities identified by our team of engineers and for which we present investment ideas.
• 2nd Stage – The optimization process
  Our expertise and thorough knowledge of the derivatives market enable us to identify at any given time the best market counterparties for a specific type of structure.
• 3rd Stage – Secondary Market and Follow-up
  As part of our commitment to long-term relationships, we place great emphasis on secondary market service and all of our products benefit from day-to-day follow-up over their lifespan. All of our products benefit from secondary market liquidity, with prices displayed on Bloomberg , Reuters and Telekurs. We insist on the accuracy of secondary market prices and have set-up our systems accordingly.

Types of Products

For each asset class, there is an extensive range of possible structures and this enables us to provide effective solutions for any investment view:

• Capital Protection
  The capital is granted until its expiration date, the “safe” solution for institutional investors.
• Replication and Market Access
• Leverage or Deleverage Yield Enhancement
• CPPIs
• Quantitative Algorithm
• Medium Term Notes
• Certificates
• Warrants
• Funds
• Special Purpose Companies
• Private Placement

Asset Classes

Our cross-asset approach enables us to provide our clients with a single entry point for all asset classes.

Our Clients

Structured Products can be tailor-made for all institutional investors who are looking for new tools, new investment products or who would like to access new markets (providing an alternative to ETFs, Bonds, Funds, etc.). We provide expertise to:

• Investment advisors
• Asset Managers
• Insurance Companies
• Private Banks

Wealth Management and Family office

We are a team of professionals with experience many years in the financial field, we provide our customers with an outstanding level of service combined with a long-term partnership. Our success is driven by a strong customer-oriented mindset and fantastic teamwork . We have created a team of specialists based on integrity, team spirit and professionalism. Our team strives to focus first on our customers' needs in order to provide them with an exceptional level of service. We try to establish a long-term partnership in order to achieve mutual trust and optimal efficiency / optimal results. We believe that different backgrounds and experiences, together with a strong entrepreneurial spirit, bring a lot of creativity and responsiveness to our team. This is the key to the success of our investment :

• Personalized asset management based on customer needs
• Advisory for customers who wish to participate and interact with regard to investment choices
• Selection of alternative investments
• Asset monitoring and risk control mandate
• Art advisory: specific advice on works of art
• Wealth planning & family office services
• Real estate

The construction of each portfolio is carried out taking into account the various investment opportunities present on the world financial markets after a careful analysis:

• the client's investment needs and objectives;
• its risk tolerance, its time horizon;
• expected returns;
• of the tax problems inherent to his residence.

Once the investment profile has been developed and the portfolio allocation decided together with the client, the assets can be managed through a discretionary management mandate or through an advisory mandate.

For sensitive customers and companies who value independence, transparency and the absence of conflicts of interest.

For demanding clients who wish to adopt a long-term strategic planning for the entire assets, monitoring their evolution and risks.

For customers who need a constant point of reference for personal and family problem.

For complex clients with “wealth & corporate” assets, and who need solutions and specialists in the international field.

The Scientific Technical Committee

It is the body that supports the consultancy activities of EGONON SA and its associates with studies, analyzes, indications and researches and guarantees an organic and constant relationship also with the scientific and academic world. Therefore, a streamlined and authoritative structure that is based on the profound skills and mutual professional and personal esteem of the members, thus guaranteeing concreteness, speed and effectiveness in their area of ​​ intervention.
Is composed by:

Emanuele Battista Ferreri
Founder Shareholder – Director – Investment Committee

Emanuele Ferreri has more than 20 years of experience in Asset Management for institutional Clients. His work included managing a broad range of asset allocation products, risk management, portfolio construction, strategy implementation and building investment strategies. Emanuele is Founder and also the CEO of EGONON AG.

Riccardo Donati
Member of the Scientific Committee - Advisor

Riccardo Donati works in the Asset Management industry since 1997. Graduated in Physics, he established his startup, Redexe Risk & Finance, in 2008. The mission is to leverage Physics to study financial complex systems and to develop models and software in the fields of asset management and automatic trading. The Company cooperates with primary Italian Universities in the research field and serves institutional clients only such as A.M. Companies and Banks. Major outcomes are portfolio optimization models and trading systems able to properly consider market dynamics and take into account rare events, the so called, infamous, black swans. This leads to antifragile assets and strategies, crisis-proof and long term oriented results.

Prof.Marco Corazza- PhD
Department of Economics, Ca' Foscari University of Venice (I)
Member of the Scientific Committee - Advisor

Marco Corazza graduated with honors from the Ca' Foscari University of Venice (Italy) with a Bachelor's degree in "Economics and Business", and has a PhD in "Mathematics for the Analysis of Financial Markets" from the University of Brescia (Italy). Currently, he is associate professor at the Department of Economics of the Ca' Foscari University of Venice. Among his main research interests there are: quantitative finance with particular reference to portfolio theory, artificial intelligence and machine learning for economic and financial modelling, bio-inspired metaheuristics for complex optimization, multicriteria methods for decision support in social sciences, and port logistic with particular reference to ship movements. The results of his researches have been published in about one hundred and thirty publications of national and international importance. He has participated - and participates - in national and international research projects. He is editor-in-chief of the international journal "Mathematical Methods in Economics and Finance", and is also co-editor of several volumes published by Springer. Furthermore, since 2008 he is member of the steering and of the scientific committees of the biennial international conference "Mathematical and Statistical Methods for Actuarial Sciences and Finance", and since 2019 he is the scientific director of the international workshop "Machine Learning for Finance". Parallel to the academic profession, he carries out consultancy activities.

Alex Togneri
Member of the board (Risk Manager - Project Developer) - Administrator

Alex Togneri has more than 30 years of experience in the financial sector. He began his career in Private Banking and then devoted himself for twenty years to Investment Banking in a well-known French bank as Head of Cross Asset & Portfolio Solutions in financial products in the Ticino area. His work at Egonon consists of risk analysis, implementation of the asset allocation of managed portfolios as well as analysis of financial products. During his studies he attended the school of Financial Analyst and Asset Manager at the Centro Studi Bancari in Vezia. Alex is also a member of the Board of Directors of the company Swiss Phinacne AG.

Contact Us

Email: info@egonon.ch
Phone: +41 (0)58 666 00 69